|
101
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$12.3M
|
+$1.33M
|
+31,411
|
+12%
|
|
|
102
|
Daner Wealth Management
Alpharetta,
Georgia
|
$12.2M
|
+$109K
|
+2,566
|
+0.9%
|
|
|
103
|
Heritage Wealth Management (Texas)
Houston,
Texas
|
$12.2M
|
+$808K
|
+19,055
|
+7%
|
|
|
104
|
One Degree Advisors
San Diego,
California
|
$12.2M
|
+$1.51M
|
+35,547
|
+14%
|
|
|
105
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$12M
|
-$8.94M
|
-210,768
|
-43%
|
|
|
106
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.9M
|
+$6.15M
|
+144,988
|
+108%
|
|
|
107
|
SageOak Financial
Tulsa,
Oklahoma
|
$11.8M
|
+$1.07M
|
+25,238
|
+10%
|
|
|
108
|
BWM Planning
The Woodlands,
Texas
|
$11.8M
|
+$2.24M
|
+52,824
|
+24%
|
|
|
109
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$11.6M
|
-$8.72M
|
-205,625
|
-43%
|
|
|
110
|
Johnson Wealth Management
Grand Forks,
North Dakota
|
$11.3M
|
+$11.2M
|
+265,132
|
New
|
|
|
111
|
Citadel Advisors
Miami,
Florida
|
$11.1M
|
+$11M
|
+260,183
|
New
|
|
|
112
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$10.8M
|
-$4.89M
|
-115,175
|
-31%
|
|
|
113
|
Financial Symmetry
Raleigh,
North Carolina
|
$10.6M
|
+$1.34M
|
+31,590
|
+15%
|
|
|
114
|
Ledgewood Wealth Advisors
Exeter,
New Hampshire
|
$10.5M
|
-$707K
|
-16,664
|
-6%
|
|
|
115
|
Farther Finance Advisors
San Francisco,
California
|
$10.3M
|
+$515K
|
+12,152
|
+5%
|
|
|
116
|
Graver Capital Management
Columbus,
Ohio
|
$10.3M
|
+$107K
|
+2,521
|
+1%
|
|
|
117
|
Collective Family Office
York,
Pennsylvania
|
$10.1M
|
+$430K
|
+10,136
|
+4%
|
|
|
118
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$10.1M
|
+$704K
|
+16,610
|
+8%
|
|
|
119
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10M
|
+$1.48M
|
+34,971
|
+18%
|
|
|
120
|
HB Wealth Management
Atlanta,
Georgia
|
$9.99M
|
+$730K
|
+17,215
|
+8%
|
|
|
121
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$9.96M
|
-$365K
|
-8,605
|
-4%
|
|
|
122
|
ArborFi Advisors
Ann Arbor,
Michigan
|
$9.77M
|
+$714K
|
+16,836
|
+8%
|
|
|
123
|
Modera Wealth Management
Westwood,
New Jersey
|
$9.65M
|
-$471K
|
-11,097
|
-5%
|
|
|
124
|
Essential Planning
Portsmouth,
New Hampshire
|
$9.62M
|
-$123K
|
-2,897
|
-1%
|
|
|
125
|
Bank of America
Charlotte,
North Carolina
|
$9.61M
|
+$1.77M
|
+41,665
|
+23%
|
|
